+247.9%
SOXX vs RIOT
-26.7%
+274.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.5% | -0.6% | +1.4% |
| 7D | +1.4% | -1.5% | +2.9% | +1.7% |
| 30D | -3.6% | +5.7% | -9.2% | -5.1% |
| 3M | -10.2% | -17.9% | +7.7% | -7.6% |
| 6M | +54.2% | +45.0% | +9.3% | +41.5% |
| YTD | +75.2% | +69.5% | +5.8% | +54.1% |
| 1Y | +107.5% | +37.2% | +70.3% | +87.2% |
| 3Y | +226.8% | +111.7% | +115.0% | +138.1% |
| All | +247.9% | -26.7% | +274.6% | +155.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RIOT.
Daily Out/Under-Performance
Portfolio return minus RIOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIOT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RIOT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling